We are live on ! Find out more
ORCL icon

Oracle

2,299 hedge funds and large institutions have $98B invested in Oracle in 2021 Q4 according to their latest regulatory filings, with 311 funds opening new positions, 749 increasing their positions, 889 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed

257% more first-time investments, than exits

New positions opened: 311 | Existing positions closed: 87

9% more funds holding

Funds holding: 2,1062,299 (+193)

0.29% less ownership

Funds ownership: 42.62%42.34% (-0.29%)

3% less capital invested

Capital invested by funds: $101B → $98B (-$3.09B)

5% less call options, than puts

Call options by funds: $1.84B | Put options by funds: $1.95B

16% less repeat investments, than reductions

Existing positions increased: 749 | Existing positions reduced: 889

29% less funds holding in top 10

Funds holding in top 10: 8057 (-23)

Holders
2,299
Holders Change
+193
Holders Change %
+9.16%
% of All Funds
35.38%
Holding in Top 10
57
Holding in Top 10 Change
-23
Holding in Top 10 Change %
-28.75%
% of All Funds
0.88%
New
311
Increased
749
Reduced
889
Closed
87
Calls
$1.84B
Puts
$1.95B
Net Calls
-$104M
Net Calls Change
-$267M
Name Holding Trade Value Shares
Change
Change in
Stake
PCA
1976
Peddock Capital Advisors
Massachusetts
$249K
PSP
1977
Principal Street Partners
Tennessee
$248K -$1.31K -14 -0.5%
KWM
1978
Keebeck Wealth Management
Illinois
$248K
FI
1979
Fosun International
China
$247K
OWM
1980
Opes Wealth Management
California
$246K
FCBT
1981
First Citizens Bank & Trust
North Carolina
$245K -$939 -10 -0.4%
CWM
1982
Cahaba Wealth Management
Georgia
$245K -$376 -4 -0.1%
WFA
1983
Wade Financial Advisory
California
$245K +$9.39K +100 +4%
DWM
1984
Drive Wealth Management
Utah
$245K +$264K +2,811 New
SCM
1985
Silvant Capital Management
Georgia
$243K
AMR
1986
Asset Management Resources
Massachusetts
$243K +$262K +2,786 New
WCP
1987
Wick Capital Partners
Pennsylvania
$243K +$262K +2,788 New
WAM
1988
Werlinich Asset Management
Connecticut
$243K +$261K +2,785 New
PAMG
1989
Patton Albertson Miller Group
Tennessee
$242K -$25.8K -275 -9%
HWMG
1990
Hurlow Wealth Management Group
Indiana
$242K
CFSG
1991
Community Financial Services Group
Vermont
$241K -$7.04K -75 -3%
CHA
1992
Carmichael Hill & Associates
Maryland
$241K
TFS
1993
Thoroughbred Financial Services
Tennessee
$241K +$2.35K +25 +0.9%
SWIM
1994
Smallwood Wealth Investment Management
New Jersey
$241K +$259K +2,760 New
SFS
1995
Security Financial Services
Indiana
$241K +$260K +2,766 New
OWA
1996
Opal Wealth Advisors
New York
$241K +$260K +2,767 New
LSC
1997
Lesa Sroufe & Co
Washington
$239K
MFG
1998
Merit Financial Group
Georgia
$238K
UBG
1999
United Bank (Georgia)
Georgia
$237K -$15.1K -161 -6%
TCOK
2000
Trust Company of Kansas
Kansas
$237K -$4.79K -51 -2%

ORCL Hedge Fund Activity: Q4 2021 in Review

2,299 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Oracle (ORCL) for Q4 2021, worth a combined $98B — down 3.1% from $101B a quarter earlier.

Buyers outnumbered sellers: 311 funds opened new ORCL positions and 87 closed out — a net gain of 224 holders — while 749 added to existing stakes and 889 trimmed.

The largest buyer was D.E. Shaw & Co, adding an estimated $393M. The largest seller was Franklin Resources, cutting an estimated $299M.

  • 2,299 institutional investors held Oracle (ORCL) as of Q4 2021, up from 2,106 in Q3 2021.
  • Funds reported $98B of Oracle stock for Q4 2021, down 3.1% quarter-over-quarter.
  • 311 funds opened new Oracle positions in Q4 2021 and 87 closed out, a net change of +224 holders.
  • The largest Oracle buyer in Q4 2021 was D.E. Shaw & Co, an estimated $393M added.
  • The largest Oracle seller in Q4 2021 was Franklin Resources, an estimated $299M sold.

Based on aggregated 13F filings for Q4 2021.